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iShares Floating Rate Bond ETF
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Overview Fund Activity

173 hedge funds and large institutions have $2.29B invested in iShares Floating Rate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+36
Holders Change %
+26.28%
% of All Funds
5.02%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.73%
New
48
Increased
64
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$343M
2
FSIM
F-Squared Investment Management
Massachusetts
$82.6M
3
AA
Alesco Advisors
New York
$42.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$192M
5
CAM
Capstone Asset Management
Texas
$29.3M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$104M
2
BTS
BB&T Securities
Virginia
$0
3
NA
Navellier & Associates
Nevada
$809K
4
AssetMark Inc
AssetMark Inc
California
$155M
5
AC
AFAM Capital
Texas
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
126
Jane Street
New York
$526K -$745K -14,675 -59%
NEPWA
127
New England Private Wealth Advisors
Massachusetts
$509K +$507 +10 +0.1%
Barclays
128
Barclays
United Kingdom
$487K +$4.2K +84 +0.9%
FIG
129
Fusion Investment Group
Pennsylvania
$470K +$470K +9,271 New
VNA
130
VNBTrust National Association
Virginia
$461K -$226K -4,455 -33%
WCM
131
Windham Capital Management
Massachusetts
$448K -$37K -730 -8%
KA
132
Kovack Advisors
Florida
$422K +$33.8K +666 +9%
Two Sigma Investments
133
Two Sigma Investments
New York
$417K +$417K +8,213 New
MC
134
Mathes Company
New York
$406K +$406K +8,000 New
SFA
135
Sequoia Financial Advisors
Ohio
$401K +$401K +7,900 New
ICOA
136
Investment Centers of America
North Dakota
$375K -$8.07K -160 -2%
PSI
137
Pinnacle Summer Investments
Virginia
$361K +$190K +3,748 +111%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$358K +$355K +6,994 +11,281%
SS
139
SG Select
Florida
$328K -$5.22K -103 -2%
FA
140
FDx Advisors
Illinois
$324K +$324K +6,380 New
RCAG
141
Rehmann Capital Advisory Group
Michigan
$316K +$316K +6,240 New
SI
142
SII Investments
Wisconsin
$299K +$299K +5,900 New
HCA
143
Harbour Capital Advisors
Virginia
$285K -$8.87K -175 -3%
AWE
144
Avidian Wealth Enterprises
Texas
$278K +$278K +5,489 New
WPC
145
White Pine Capital
Minnesota
$269K +$269K +5,295 New
HCM
146
Hollencrest Capital Management
California
$254K +$254K +5,000 New
RT
147
Reliance Trust
Georgia
$248K +$248K +4,905 New
CONA
148
Capital One National Association
New York
$244K +$244K +4,812 New
WEC
149
Winslow Evans & Crocker
Massachusetts
$232K +$232K +4,571 New
NPC
150
National Planning Corporation
California
$223K -$234K -4,615 -51%
4 5
6
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